Corient Private Wealth
ELS icon

Corient Private Wealth’s Equity Lifestyle Properties ELS Stock Holding History

Corient Private Wealth’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.56M Buy
39,760
+8,052
+25% +$509K ﹤0.01% 1237
2026
Q1 		$1.96M Sell
31,708
-192
-0.6% -$12.4K ﹤0.01% 1277
2025
Q4 		$1.93M Buy
31,900
+1,333
+4% +$82.4K ﹤0.01% 1170
2025
Q3 		$1.86M Buy
30,567
+8,709
+40% +$529K ﹤0.01% 1097
2025
Q2 		$1.35M Sell
21,858
-366
-2% -$23.3K ﹤0.01% 1223
2025
Q1 		$1.48M Sell
22,224
-637
-3% -$42.5K ﹤0.01% 1099
2024
Q4 		$1.52M Buy
22,861
+230
+1% +$15.9K ﹤0.01% 1116
2024
Q3 		$1.61M Sell
22,631
-383
-2% -$26.9K ﹤0.01% 1197
2024
Q2 		$1.5M Sell
23,014
-1,283
-5% -$80.5K ﹤0.01% 1164
2024
Q1 		$1.56M Buy
24,297
+27
+0.1% +$1.81K ﹤0.01% 1148
2023
Q4 		$1.71M Buy
24,270
+4,169
+21% +$284K ﹤0.01% 1071
2023
Q3 		$1.28M Buy
20,101
+4,226
+27% +$285K ﹤0.01% 1108
2023
Q2 		$1.06M Sell
15,875
-649
-4% -$43.2K ﹤0.01% 1131
2023
Q1 		$1.11M Buy
16,524
+1,266
+8% +$85.9K ﹤0.01% 1046
2022
Q4 		$986K Buy
+15,258
New +$967K ﹤0.01% 920

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Corient Private Wealth's ELS Position: Q2 2026 in Review

Corient Private Wealth increased its Equity Lifestyle Properties (ELS) stake by 25% in Q2 2026, buying an estimated $509K and bringing the position to 39,760 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Corient Private Wealth first reported a position in ELS in Q4 2022 and has held it in 15 quarters since. 476 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Corient Private Wealth held 39,760 shares of Equity Lifestyle Properties worth $2.56M as of Q2 2026.
  • Corient Private Wealth bought 8,052 Equity Lifestyle Properties shares in Q2 2026, an estimated $509K.
  • Equity Lifestyle Properties made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1237 holding.
  • Corient Private Wealth first reported a position in Equity Lifestyle Properties in Q4 2022 and has held it in 15 quarters since.
  • 476 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.